Sr. Relationship Advisor (Wealth Management)

Location: Los Angeles, CA, United States

Salary: $189,290–$331,200 USD per year

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to sophisticated individuals, families, corporations, and institutions.

What you will do

• Manage a portfolio of sophisticated wealth management clients and understand their goals, needs, governing documents, and account agreements.
• Lead client conversations and provide holistic, goals-driven advice on fiduciary services, investments, tax, estate planning, and financial planning.
• Develop advice-driven solutions, explain complex concepts clearly, and provide proactive guidance on products, services, regulatory changes, and emerging issues.
• Build relationships with professional advisors and referral sources, identify new business opportunities, and represent hirify.global in professional and community organizations.
• Recognize fiduciary risks, apply prudent risk-management judgment, and lead fiduciary projects and committees.
• Teach and mentor less experienced partners and advise Relationship Advisors on complex fiduciary relationships.

Requirements

• Must be authorized to work in the United States without current or future employment-based visa sponsorship.
• 12–15 years of experience as a relationship manager or attorney in trust administration, estate administration, estate planning, or a related field.
• College or university degree and/or relevant proven work experience.
• Extensive knowledge of fiduciary products, services, standards, principles, applicable laws, and regulations.
• Experience with fiduciary accounts and complex relationships, plus technical knowledge of investments, tax, legal, and operations.
• Strong negotiation, problem-solving, delegation, leadership, sales, organizational, analytical, and communication skills.

Nice to have

• JD or similar credential.
• Eligibility to serve as LRM for all relationships.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leadership and opportunities for internal movement.
• Retirement benefits, including 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance.
• Paid time off, parental and caregiver leave, and additional well-being benefits.
• Discretionary bonus program that may include an equity component.
• Inclusive workplace with opportunities to support local communities through philanthropy.

Hiring process

• Reasonable accommodation is available throughout the employment process for candidates with health conditions or disabilities.